PCS

Personal CFO Solutions Portfolio holdings

AUM $570M
1-Year Est. Return 21.69%
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.1M
3
+$13.4M
4
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$6.32M
5
AAPL icon
Apple
AAPL
+$5.71M

Top Sells

1
+$3.96M
2
+$3.42M
3
+$2.77M
4
CB icon
Chubb
CB
+$2.08M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.72M

Sector Composition

1 Industrials 16.37%
2 Financials 10.75%
3 Technology 7.86%
4 Healthcare 7.54%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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366
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